Hello. In my case, I need to add the ability to upload to excel from pivot tables. As far as I understand, this is a possible corrective version of the "PivotTableViewConfig" module, but as far as I know, modules cannot be loaded into their own package.

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Hello Roman,



You can export pivot table data to Excel from the dashboard only in Freedom UI.



Please find more information here.

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Hello Creatio team,

Is there a way to prevent users from exporting lists (or downloading files)based on the file size in Creatio?

What are the possible options involved?

I am ware of this feature

Thank you Sasori

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Hello,



The best way to restrict users to export records is by using this operation permission. 

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Hi Community,

I have to use Excel Export Creatio Functionality but instead of downloading the .xlsx file in the system, I have to attach that .xlsx file to the Attachments of a Custom Section.

This task should be performed by the business process after giving filtration criteria as input.

Please suggest me a solution to achieve the above task.

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Dear Pratik, 

Unfortunately requested functionality is not presented as OOB solution in Creatio at this moment. 

We will registe...MoreLess

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Hello,

For some technical issues, I had to reinstall database. so I exported the package "Custom" to be able to import it via application install. while trying to import it, it fails to restore configuration from backup.

How can I retrieve configuration done on this custom package? is there any best practice to export packages?

Thanks,

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Hello Mariam,

You can export the package from the Configuration section:

But we recommend installing the package in the Installed application...MoreLess

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We needed to do exports and noticed that the dates are coming out as decimals. 

I created an excel report template, went to different leads folders and when downloaded a report, the dates are all decimals. Even with different reports they still export as decimals. 

Therefore is either a problem with the excel report plugin or in the creatio system both I can't modify. 

Please check this out when you can. I think this is a new problem I don't remember having this issue before. 

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Hello Starlyn,

All you need to do is add formatting as dates to the column where the date values will go in your template. See https://share...MoreLess

Hello Starlyn,

All you need to do is add formatting as dates to the column where the date values will go in your template. See https://share...MoreLess

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hi all 

i have installed some of free applications and add-ons from marketplace and also i have customized in them and added some chart and new dashboards , i need to export the package with all installed applications, add-ons and the customized sections that i made.

note that 

1- i am working on the custom package 

how can i do this with steps please ?

thanks 

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Hello Ibrahim, 

The marketplace applications are being installed as separate packages, once the application is installed through the "Installed...MoreLess

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Hi community,

I must move the marketing campaigns from one package to another. The versions of my customer's CRM is the 7.17.0 and they don't have this "move to another package" option, released after the 7.17.0 update. 

I tried to "Export" the element and then reimport it in the apposite package...MoreLess

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Dear Jonathan,

As for now, there is no such OOTB functionality that will allow transferring marketing campaigns from one instance...MoreLess

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Hi Community,

In my application, I installed a new Plug-In ( https://marketplace.creatio.com/app/excel-reports-builder-creatio). 

The problem is, when I select the file that I want to download, it does not work at first, I need to click twice in order to be able to download it.

Do you have any idead why is this happening?

Thanks in Advance.

Best Regards,

Pedro Pinheiro

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Hi Pedro,

I had no issues with generating a report in Studio Creatio, Enterprise Edition, version 7.17.2.

Please send us more...MoreLess

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Hi. In order to protect the production instance,  I understand that changes and development should be carried out on a separate instance (a trial instance, for example) and then exported to the production instance. I have tried the "Install application" panel, but I have seen that imported packages cannot be changed, so it will not work...

What is the appropriate environment/procedure for that ?

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Hello Ricardo,

Please review this article https://academy.creatio.com/documents/technic-sdk/7-16/development-rules since it describes...MoreLess

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Creatio CRM has the feature of exporting data by filtering some records. Then we can export the data using the export to excel option.

However, for customers(end user) it may be confusing to apply multiple filters.

In this case lets suppose I only want to apply filter to only 2 fields.

So I want...MoreLess

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Hello Ramnath,

It is better to use a standard scenario of specifying the filter and exporting records using the "Export to excel" action i...MoreLess

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